Before our reporting was very manual, but with Spotlight it's done in one click! This has saved us hours, and made our insights comparable. Their support is also excellent, responsive and not bot-like! 10/10 perfection for our Auckland web design team!

Spotlight has been a game changer for the way we deliver our advisory services. We are able to surface valuable insights through the awesome reporting module and also provide timely and easily understandable financial forecasts when the client needs them.

Easy to use but still 'grunty enough' to dig deeper into the detail - the perfect balance!

Spotlight Reporting provides a great dashboard report of data directly imported from Xero. The reports give useful information for clients and provide high-level summaries with analysis and charting tools. The Spotlight support team are very responsive and helpful. Totally recommend.

As we use both Xero and Spotlight (only new to Spotlight) , the two systems seem to integrate very well . Spotlight seems quite user friendly and easy to use and navigate. I can see the two systems being very important to our business in terms of the quality of reporting we give to our clients.

Spotlight will also add value to our clients and allow us as a business to become valued advisers to our clients not just another accounting firm.

I am a new comer to Spotlight Reporting and I have to say I love it!! Being a business coach rather than an accountant the budgeting and cashflow forecasting never came easy to me. Using spotlight I had the rest of this financial year budgeted and forecast done in 30 minutes. With the addition of the Action Plan, we can now take our quarterly priorities and add them to our reports giving a more complete picture of where we and our clients are at. Great work guys!!

We see the Xero/Spotlight Reporting combination as being a key tool in adding value to our clients by presenting complex financial information in a relevant, concise and visually-appealing way. Our clients love the usability of the information. We love that we can focus on meaningful highlights and identify critical data to assist our clients to manage risks and take timely advantage of opportunities. There is no doubt Spotlight Reporting has helped us offer valuable, innovative services to our clients.

SR is an amazing tool and an essential for the toolbox of any modern advisor.

It allows us to easily and quickly create great looking and, more importantly, insightful reports that our clients can rely on for their decision making. Adding SR to our offerings has seen a jump in our advisory services as clients want more and more insight via the great, customised reports.

Overall, I'm satisfied with the Spotlight Reporting solution but it currently lacks some customization features and a US GAAP balance sheet format. It does provide an intuitive interface and great looking reports. The integration with Xero and Excel is really good and the analysis reports allow a number of options for getting behind the numbers. Unfortunately, the solution currently lacks the ability to re-sort column order and the two balance sheet formats (standard and alternative) are both non-standard for US users. The customer support is top notch, however they could not provide any timeline for getting a few of these enhancements into future releases (despite being requested by many US customers). When/if these changes are implemented, the reporting solution will be great for US customers with clients use to seeing reporting/analysis a certain way.

I've tried several Reporting add-on's for Xero and have selected Spotlight Reporting above all the others. It is very user-friendly and intuitive, and I was able to get up to speed very quickly thanks to the great support from the Spotlight team, and their online resources. Most of all my clients think they are great too, and at the end of the day that's what counts!!I can highly recommend Spotlight - or perhaps I shouldn't else I'll lose the competitive edge it's giving me!

We are saving so much time since we set up Spotlight for our multi-currency consolidation. Now that this is up and running we can look further at other reports that will assist us to monitor performance.

Spotlight Reporting is a very powerful and valuable add-on for Xero. I am particularly impressed with the consolidation/grouping of companies capability. As an Advisor, I can highly recommend this product.

Spotlight is great for those who don't understand finance but respond to visual graphs. I am using Spotlight Multi for a franchise group and love being able to send out anonymised rankings each month. The sync with Xero is easy, and it is great being able to easily customise the reports for my clients.

We have been using Spotlight reporting now for over 2 years. We love it and our clients love it. Syncs seamlessly with Xero to produce financial and non financial information all in one place at the click of a button. Saving hours of time and delivering professional, meaningful reports that are easy on the eye. A number of our clients now demand their pictures - Not Just Numbers....... A game changer for us. Looking forward to the improved forecasting tools too.

My clients love the charts and graphs, which make the trends in the numbers easy to understand. I love being able to customize with information particularly valuable to the client, such as non-financial KPIs. Highly recommended!

Clients love the look, we love the seamless Xero integration, ability to include non-financial data, auto-text and recent enhancements - insert other content, flexibility of number of charts on a page, drag+drop ability, etc - make it even better. Best of all is excellent customer support by people who truly know their product.

Spotlight reporting is a fantastic analytical tool. I love using it. Our clients love it - they get alot out of Spotlight. The reports give our clients a nice, user-friendly interface to review the performance of their businesses. It's easy to use and allows the consolidation of multiple enterprises.

This should be a staple for any accounting firm. The ability to quickly pull data from Xero and interpret into well designed and easily consumed reports is a win-win for accountant and client. In the past we would spend hours tweaking spreadsheets to prepare CFO reports that pale in comparison to the speed and drag and drop interface of Spotlight. This is a massive value add to our accounting firm, giving us a boutique VCFO offering at a high ROI on the monthly subscription.

Awesome product that demystifies "the numbers" for SME clients, and their advisers, so that meaningful conversations can be had about increasing profitability and capital value with the side benefit being the putting the 'fun factor' back into the business. Great team within Spotlight who are a pleasure to work with.

Great product and great support staff.Spotlight has been a real game changer for RightWay. We can now deliver financial reports alongside visually beautiful graphs, providing greater clarity and understanding to a client around how to grow their business. Gone are the days of blank stares from across the boardroom table… Being able to drill down into key metrics without losing the client’s attention is a huge benefit, all with the click of a button.Spotlight is bringing sexy back to accounting.

We've been using Spotlight Reporting for the last year or so and find it a great Add-on to Xero - the two products work seamlessly together. We initially used the forecasting tool-set to set budgets for new businesses or forecasts for existing clients. It is so simple to use. Now we are using Spotlight to provide clearer and more meaningful financial and management reports to our clients. We have found that all the ultimate end users are rapt with the reports that can be provided.

Spotlight has helped us increase the value we are able to provide our clients. Spotlight has also been very helpful so we would like to thank the Spotlight team, especially Danelle for all their support.

Love the way visual reporting is made so easy! My board reports are now completed quicker than ever before and the board really appreciates how the information is presented and I appreciate the graph selection available. An organic add-on to Xero.

So many small business owners see their accounting system as a necessary evil to ensure tax compliance. Put them on Xero and they immediately appreciate the simplicity and efficiency. Then show them a Spotlight report and the light goes on - they realise that valuable information is easily available to help them monitor and improve their business. So easy and so powerful.

Spotlight is a great product for clients. The graphs are ideal for people who cant comprehend figures. Awesum product.

Noone Plus

Spotlight is a great product which integrates well with Xero. The graphical reports are so easy to understand and clients are able to relate to it without looking at too many numbers. The team at Spotlight is always there to help. Thanks.

Spotlight has opened up new avenues to value addition to our clients. With the different templates and charts available we are able to customise the reports to the requirements of the clients. Integrates with Xero as well as lets us upload excel files.Thanks for your wonderful support Spotlight Team

Savitha Raman

Spotlight is a great product. It allows our clients to understand their business so much better with beautiful visualisations. Its integration with Xero is seamless, saving us loads of time. As a Super VCFO Partner, we receive great support from David and Chelsea, which allows us to maximise the use of the tool both for our clients and internal use. A 5 star product.

An absolute must-have for Xero users who like to see clear reports on their Xero figures. The perfect tool for any companies who hold management meetings and also has a fantastic user interface to allow Accountants to use the software of a mass scale. 100/10.

Spotlight has given both our accounting firm and clients a powerful reporting solution to use along side Xero. The amount of time saved for us is amazing and clients love the easy to understand report layouts and graphs. The main benefit we have found has been using the 3 way forecasting tool. Cheers Spotlight for helping us create great value added solutions for our clients.

We love Spotlight. A lot of clients don't just want to see pages of numbers when getting their financial results. Using Spotlight gives us the ability to easily produce meaningful graphical representations of a clients results and highlight areas of improvement. It is a fantastic tool.

And their support team is awesome. Whenever we have an issue, they are always quick to respond and assist or suggest other ways of doing things.

Spotlight frees up your time, with push of the button reporting out of Xero. Clients who have mulitiple entities can produce consolidated reports at the push of a button. On top of that there is the Forecasting module which produces a projected Cashflow report straight from your P&L Forecast. A very powerful tool, and it's great to get feedback from clients where they have been able to report quality, accurate reports on time. Happy clients!

Wow what an easy to use tool. It lends itself to all aspects of business advisory work. Wow & more wow for the UK team. Such knowledgeable and friendly people. It seems like I have known them for ever. All have graduated from the Top Gun Fighter School and are at the top of their game. #maverick

Great product. Clients (and our firm) love the ease of use and contemporary look and feel. Fully customisable graphs are also very valuable. Multi-currency is also great for our international clients.Thanks Spotlight!

Great product. Really clear reporting which pulls together workflow and website information. We particularly enjoy the consolidation of two entities between NZ and Aus into on currency and combined P&L. Awesome. Continually improving to a point where we will be able to do that with forecasting too I am assured!. Great service too.

I've been using Spotlight Reporting for the last year or so, and the Forecasting toolset to set budgets for the new financial year. A very simple tool, with good features and control over data. I've discovered lots of neat little features to aid in reporting, and without destroying the integrity of the core P&Ls - I can provide discreet reports for an audience that are of more use than a giant list of numbers. The value of the trend analysis charts, and the template options is understated. Pulling in my core data across multiple entities to get a basic consolidation is very useful. Some more consolidation options would be handy (like contra/offset of intercompany transactions) but the outputs are great, and the ease of use high.The Forecast tool really helped my year-end, and allowed me to keep a locked record of adjustments, and a simple way of testing scenarios.Lots more features that could be added over time, but there seems to be a good feature list building up, and this is now an important tool in my arsenal of fiance team weapons.

Spotlight is a fundamental part of our business. Clients love the reports! Easy for clients to understand and easy for us to highlight key areas of their business which need attention. Support from Spotlight is outstanding - not that you'll need it often.

Spotlight has been great for us. It is a Great System that provides tremendous value not only for our team members but also our clients in being able to provide great business analysis, KPI's, forecasts and charts. We recommend Spotlight often.

This is a great piece of software. We have 170 franchisees now on Xero and around 25 on QuickBooks and we import the data every month to generate very useful ratio and KPI reports. Once it is setup it is very efficient and saves us a lot of time compared to doing this analysis using Excel. We provide reports to each State Manager with only their stores as well as having national level reports for Head Office staff. The support staff have been excellent.

We use Spotlight Reporting at my firm to provide dashboards to our clients for free. It's a great way to start the conversation about additional advisory services. We also use it for consolidating multiple Xero entities, even with different currencies. I love that we can bring in non-financial data as well, such as Google Analytics charts.

Forecasting is so easy with Spotlight, having used many other systems Spotlight Forecasting gives us the edge and has given us the ability to do so much more for our clients and help them plan into the future with confidence.

Spotlight has allowed us as a firm to go beyond the normal year-end process and really help our clients on a more regular basis. The ease in which we can produce meaningful, high-quality reports showing our clients both the financial and non-financial data that drives their business is amazing. The reaction that we get from clients has been brilliant can't recommend highly enough.

At Valued Solutions we’ve looked at many add-ons and how they are implemented with clients and practices alike. Each practice has its own requirements based upon clients needs, but we can definitely recommend Spotlight as a suite of tools for those accountants that want to offer more to their clients as we’ve helped implement many of the add-ons for accountants as well as clients.

Simply the Best!Best analyst on our Team and by far the prettiest staff member - wouldn't be without it!Great NZ support too (on the ground at the coalface) which I need - nothing is a problem and never made to feel as if I am a nuisance. Spotlight your life - work - clients! Keep up the A+++ work!

Spotlight reporting is helping us take management reporting to the next level, with quick information routinely sent to clients and more detailed reports to clients wanting something more.Having moved bookkeeping into 'real time', we can now add 'real time' reports and even predictions for the future. The visual reports are far more interesting than rows of figures in traditional management accounts, and immediately draw the eye to the real issues.

We used to spend two days a month collating head office information for franchisees - now this happens automatically with the click of a button. And Google Analytics is graphed with another click of a button.

I highly recommend Spotlight Reporting. The ease of a click of one button to do multi entity consolidations via Xero, plus the choice of many useful graphs make this product a must-use. Eliminating multiple spreadsheets and the associated manual errors is very satisfying!

I love Spotlight reports! It's so easy to customise data and tailor reports to reflect what is relevant for each client. The group consolidations are so much more meaningful than the manual versions we had been putting together and much less time consuming to complete.

Spotlight Reporting has given real added value to the management accounts we prepare for our clients. The reports look professional and once they are set up it take minutes to generate monthly/quarterly management accounts.

The links to the cloud accounting software is brilliant, and once the data is in there you can generate virtually any graph/pie-chart/report based on the data. Our clients love the colourful/ simple charts as it is much easier to understand then a whole report of numbers!

The multi version has given us a great tool to consolidate data which saves clients hours of time consolidating data manually, which our clients are really impressed with.

I consolidated things manually the hard way for years and made many mistakes along the way. Even when I got things right, trying to get a third party to sign off on my work was a nightmare because the build was so complicated. Spotlight just makes it easy to consolidate a set of entities and is definitely worth the price.

An excellent tool for adding value and strengthening client relationships. Producing high impact visual reports is a simple process through the Xero integration and I would highly recommend Spotlight Reporting.

We looked at several different options for providing management reports to our clients. We wanted to give our clients a new and fresh representation of the truth of their financials. Spotlight is easy to use and powerful to present. All clients get a Spotlight dashboard that is tailored to their specific business. Syncing information from Xero is a breeze too. I would recommend Spotlight over the rest of their competition.

This is a brilliant add-on! It's so easy to use and adapts well to the information needs of clients. Its also a great tool for starting conversations with clients. The team are great, and always eager to answer any queries we have.

I have been using Spotlight Dashboard for about a year now and really love it! I had tried a different add on prior and kept fumbling with it, but Spotlight is super easy, well presented, accurate and clients love it. And I was beyond thrilled when my Spotlight Rep emailed me to let me know that I had enough clients on it to qualify for business pricing, which actually saved me a good chunk of money each month. That doesn't happen everyday! Can't say enough good things about the product and the people behind it.

This is the best reporting app out there so far. If your clients are looking for forecasting, if scenarios, beautiful reporting packages for management and investors, this is the one! The support team is responsive, fast turn around.

We have been using Spotlight for the last two qtrs for our reporting. It has saved us large amounts of time from a preparation point of view and our clients are loving the added reports we are now producing.

We have started to use the Dashboard with every set of Management Accounts we produce and the response from clients has been fantastic, the challenge now is to upsell them to the Spotlight Reports package at their review, although I do not think that this will be difficult.

I have been looking for the right Dashboard tool for my client base for awhile. Most were too complicated for them to understand. I recently started using Spotlight Dashboard with several clients and they are loving the one page view of their business. They are getting a much better understanding of where their business is and where it is headed when the data is prepared in this way. It is even helping me advise them better and the integration with Xero is great. It was very easy to get up and running. I received fantastic support from the Spotlight team and I was able to implement the tool quickly.

We use Spotlight for all of our clients. This is an especially great tool for multi-company reporting so clients can see the big picture. I love the updates to the custom chart formula builder - it is very user friendly! This is a great add-on reporting service.

I have used Spotlight Reporting in my last two businesses. Both required me to aggregate data from multiple sources and present that data to stake holders who were not "number crunchers". Spotlight Reporting is the perfect tool for this. It is very powerful and provides a fantastic collection of pre-canned reports.

Wow, what a great product! Spotlight lets accountants provide reports with real time data and presents it in a very understandable delivery. My clients would much rather see colour than just numbers. I am enjoying their increased interest in accounting!

Any accounting firm that has not yet deployed Spotlight reporting is at a distinct disadvantage.

The ability of Spotlight to group multiple Xero organisations together and to customise the display name for each account has saved us significant time. By grouping similar expenses together, it allows us to highlight to our clients the key areas in their business. All handled with virtually no data entry. Spotlight enhances the ability of both managers of and advisers to business, to measure their results in a real time environment.

Have really enjoyed our Spotlight journey so far. With a few clicks we can produce insightful management reports for our clients, meaning we are seen as really providing that add-value service. Furthermore, our account manager, Michelle, is fantastic! Not shy to come and visit us and always very responsive to our needs - just the way it should be.

Spotlight is a brilliant tool to illuminate financials in a colourful, pictorial way that inspires clients to get interested in looking at their numbers. The use of the tools promote discussion and help to focus attention on the business in new ways.

Spotlight is a real gamechanger. It pulls live data from Xero to produce really powerful but easy to read reports, charts and graphs for reporting and forecasting, which enable us to give businesses the clarity to make better informed decisions.

Clients love the look of the reports, and the added support it allows us to provide to them.

We have also used the reports to secure bank funding for clients as bank managers are equally as impressed!

We have been using Spotlight Reporting for about a year now and really love how powerful the software is for our clients. We have tried several other competitors and they do not compare. Here are a few of the main reasons why Spotlight shines above the rest.1. They are one of the only services to offer Non Financial Statistical reporting. This is a HUGE deal. We service the dental industry and we track the number of new patients, the number of canceled appointments, number of treatment plans presented and plans accepted. We track the production of each dentist and each hygienist. Spotlight allows us to have all of this information in one package that we can present to the client. Really powerful stuff.2. The integrate really well with XERO (very automated) for both actual and budgeted information and they allow you to group and customize way beyond what XERO can offer. They do this online and also a PDF package to publish and present to your client on a monthly basis. Looks Very professional.3. Their income statement template is very robust allowing you to show monthly actual with % of Revenue (why XERO does not have this in their reports is so silly, but they don't). They have an actual to budget column and the best part on the report is they have an actual column with a "rest of year" budget column to allow you to forecast the end of year.

Again, Spotlight Reporting is the current King of Reports at this moment. Highly recommend them.

I have recently started to use Spotlight and my clients love it! I am able to talk to them about their important key performance indicators and am presenting information in a way that they understand and use. They now really look forward to my visits or calls to review their recent period. This has resulted in increased billing and new referrals for me as well. A MUST HAVE product!

There's a bidding war in our team for who gets to work on the monthly/quarterly jobs that use Spotlight Reporting! We (both our team and our clients) love the user friendly/easy to read presentations that assist in informed decision making. Highly recommended!

Spotlight Reporting is an extremely powerful reporting tool, yet just like Xero the interface is simple.

No more fussing around with endless spreadsheets, it's all done with one click of a button and the data is imported from Xero. Spotlight Reporting allows us as business advisers to really leverage our knowledge and experience adding significantly more value to the client relationship.

Our clients love the way in which the data is presented and the fact we can focus with them on the important issues in their business rather than just compliance aspects.

Would certainly recommend that Xero partners add Spotlight Reporting to their practice tool-set and start today both with using it for the practice and also with your clients.

It's a no brainer for us, great looking reports and graphics all easily customised, produced in very little time and absolutely accurate. But more important than why we like them is that the clients absolutely love them and are wanting to engage with us to discuss how they can improve their business so the results look even better.

Without a doubt Spotlight Reporting has revolutionised the reporting we do for not for profit boards, no longer is the finance section of the board meeting a chore but they are exciting about discussing the trends they see in the graphs and high level snapshot of the results which is just perfect for their needs.

Excellent for KPI reporting, we use the custom graphs a lot and you can produce really nice results which are easy for our clients to understand. Also great for multiple companies, as you can merge many companies into one report - ideal for franchises etc.

We love the tools that Spotlight have brought on-line as Xero add-ons and use them all when working with our clients. It is fantastic to have tools that enable us to communicate with our clients in a graphical form that they understand and all without having to spend hours getting the data into a spreadsheet!

Must say I have been very impressed with the seamless ease I have set up board quality monthly finance reports for our Accounting & Advisory business. The link to Xero is great and uploading data for non-financial KPI's is easy via excel and making reports is a breeze. Self taught, watched a couple of videos and I was up and running, I highly recommend this for all Xero users - and Lucy does a great job with the set up and early training too - 5 stars!

One of my all time fav add-ons :) What used to take hours of spreadsheets and manual graphs is now completed with the click of one import button. We can give clients a great analysis of the key areas impacting their business in one easy to read report. This keeps them focused on what's important.

Our clients love the reports. They get a real bounce in their step when you can show them how a few simple changes can make a big difference to them.